-28.2%
SOFI vs FLEX
+102.8%
-131.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -1.9% |
| 7D | +0.9% | -0.9% | +1.8% | +1.1% |
| 30D | -0.2% | -10.1% | +10.0% | +2.3% |
| 3M | +6.2% | -31.3% | +37.6% | +13.8% |
| 6M | -2.6% | +71.3% | -73.8% | -25.2% |
| YTD | -30.4% | +81.2% | -111.7% | -49.1% |
| 1Y | -28.2% | +98.5% | -126.7% | -49.8% |
| All | -28.2% | +102.8% | -131.0% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FLEX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling